See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,407 | $76,000+119.0% | $154,107+8.0% | $64,186+159.3% |
| Participation rate | 6.9% | 70.4%-63.5pp | 83.0%-76.1pp | 69.6%-62.7pp |
| Annual return | 9.86% | 30.32%-20.5pp | 735.12%-725.3pp | 7.63%+2.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |